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CRM - DreamFlow Help
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CRM
CRM
Contacts, pipelines, deals, tasks, and lead management.
Getting Started
CRM
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Contacts
Manage Your Contacts
Overview of the Contacts page: list view, search, filters, and sorting options.
Add and Edit Contacts
Manually create contacts, use quick create, and edit existing contact details.
Import Contacts from CSV
Upload a CSV file, map columns to DreamFlow fields, handle duplicates, and roll back if needed.
Contact Detail Page
Navigate the contact detail page: timeline, notes, tags, linked deals, and activity history.
Lead Scoring
Understand how lead scores are calculated, set custom rules, and use scores to prioritize outreach.
Custom Fields
Create custom fields to track data unique to your business, choose field types, and display on contact cards.
Contact Tags
Create tags, apply them to contacts individually or in bulk, and filter your list by tag.
Bulk Actions on Contacts
Select multiple contacts and apply bulk tags, status changes, or deletions with one click.
Duplicate Contact Detection & Merge
Find and merge duplicate contacts to keep your database clean and avoid sending duplicate messages.
Companies
Manage Companies
Create company records, link contacts to companies, and view company-level insights.
Company Management
Create and manage company records, link contacts to companies, and track company-level deals and activity.
Pipelines & Deals
Create and Manage Pipelines
Set up custom pipelines with stages tailored to your sales or onboarding process.
Track Deals in Your Pipeline
Add deals, drag them between stages, update values, and close deals as won or lost.
Deal Detail Page
View and edit deal value, expected close date, notes, linked contacts, and activity history.
Kanban View
Visualize your contacts and deals as draggable cards on a Kanban board grouped by status or pipeline stage.
Tasks & Calendar
Tasks and To-Dos
Create tasks, assign to team members, set due dates and priorities, and mark complete.
Task Views
Switch between list, kanban, and calendar views for tasks to find the layout that works best for you.
Calendar and Appointments
Set up booking pages, schedule appointments, and manage your team calendar.
Proposals & Contracts
Proposals Overview
Create professional proposals with templates, line items, pricing, and send for client review.
Sending Proposals for E-Signature
Send proposals for electronic signature, track client viewing, and countersign to finalize the deal.
Contracts & E-Signatures
Create, send, and track legally binding contracts with built-in e-signature capture directly from DreamFlow.
Invoices
Invoices and Billing
Create invoices, send to clients, and track payment status inside DreamFlow.
Contact Import Rollback
Undo a CSV import within 24 hours to remove all contacts added in that batch.
Invoice Reminders & Overdue Followups
Set up automated payment reminders before due dates and overdue followup emails to collect payments faster.
Notes
Notes & Quick Notes
Capture meeting notes, call summaries, and reminders and link them to contacts, deals, or companies.
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